A free weekly brief across energy, freight and industrial markets. Each issue puts a live decision on the table, threads the technical, economic and political into one read, and shows the call. Free to read — the full decision-grade brief goes to subscribers.
South Africa's gas runs short this decade. The only real question is who fills the gap — and how.
Read the briefSouth Africa's freight task could nearly double by 2060. The network it has to run on can't.
Read the briefThree coastal LNG terminals are chasing the same offtake. Not all of them get built.
Read the briefMillions of tonnes of manganese move by road that rail could carry cheaper. So why don't they?
Read the briefEvery gas deal lives or dies on one number — the price the downstream project can bear.
Read the briefOpen the rail network to private operators and one question decides everything: the access tariff.
Read the briefSouth Africa's liquid-fuel demand keeps climbing — until fleets start to electrify. Then it turns.
Read the briefMost forecasts disagree because their assumptions disagree. Ours don't.
Read the brief